Billing & wallet · 3 min read

Change your plan and download GST invoices

Your plan, seats, invoices and billing details all live in Settings › Billing & wallet. Change plan or add seats there, and download any invoice as a PDF.

For: Owner · Updated

Everything about what you pay for salestrack sits in one place: Settings › Billing & wallet. From there you can see your plan, add seats when your team grows, and download GST invoices for your accounts.

Before you start

  • Only the Owner can change the plan or pay. Admins can view billing.
  • If you are on a trial, the top bar shows a chip with the days left and an Upgrade link that opens billing.

See and change your plan

  1. Open billing. In the left menu, click Settings, then Billing & wallet.
  2. Read the subscription card. It shows your plan and status, billing cycle, seats used out of your total, branches used and what the plan includes.
  3. Change plan. Click Change plan to move to another plan. You can also find Change plan on the plan strip at the top of Settings › General.
  4. Add seats. If everyone on your team needs a login and your seats are full, click Add seats.

Download GST invoices

  1. Go to Invoices & payments. Scroll down on Settings › Billing & wallet.
  2. Filter the list. Use the tabs All, Subscription and Wallet recharges, and pick a year.
  3. Download one invoice. Each row shows the date, invoice number, description, amount and status. Click PDF on the row.
  4. Download them all. Click Download all to get every invoice in the list as one ZIP file, handy for your accountant at year end.

Keep billing details correct

At the bottom of the page, Billing details shows who invoices are billed to, your GSTIN, address, the email invoices are sent to and your payment method. Click Edit to change them. Your legal name and GSTIN can also be set in Settings › General.

Need help?

For questions about plans, seats or an invoice, message us on WhatsApp at +91 80860 14345 or email harshad@dentobees.com. Plan details are also on our pricing page.

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